ActivitiesTrack and record your activities and interactions with records, such as calls, emails and appointments. This includes completed …Agency CVsHaving an agency-branded CV is crucial for recruitment businesses as it serves as a powerful marketing tool that reinforces your …Agency Worker RegulationsStay compliant and keep your agency workers happy by tracking their AWR milestones right in your system.Bulk EmailingBulk emailing in itris isn't just about crucial saving time - it's about targeting the right people with personalised messages.Bulk UpdatingSave hours of manual work by updating multiple records at once in itris - because life's too short for one-by-one data entry.CampaignsCampaign builders offer significant advantages over standalone emails through sophisticated targeting. They achieve higher open …Candidate RecordCandidates are a key resource for any recruiter, and recording and maintaining accurate data is of great benefit. This includes …Candidate Record | ComplianceWhen you're working in recruitment, staying on top of candidate compliance can feel like juggling flaming torches - there's always …Candidate Record | Match JobsSkip the manual job hunting - let the system do the heavy lifting by automatically finding jobs that match your candidate's …Candidate Record | ProspectingProactive business development through speculative CV submissions can unlock new client relationships, create opportunities where …Candidate Record | ReferencesReferences are one of the most crucial parts of the recruitment process - they're your window into how a candidate actually …Commission ReportTrack and calculate team commissions based on sales, placements, and invoices with flexible rate structures tailored to your …Company RecordCompanies are crucial for any recruiter, and recording and maintaining accurate data is of great benefit. Such data could be used …Contact RecordContacts are the foundation of effective recruiting. Maintaining accurate, detailed contact records provides significant …Contact Record | Moving ContactsKeep your network current without losing history - easily move contacts between companies when they switch jobs while preserving …DashboardsRecruiters rely on their dashboards as the command centre for their talent acquisition efforts, helping to drive performance and …DocumentsDocuments are pretty much the backbone of any recruitment system - after all, where would we be without job descriptions and CVs? …Find Records (Searching)Finding the right records quickly may be an essential part of your role, and there is an abundance of search criteria and search …Integrations | DialpadGet your team calling smarter - connect itris X with Dialpad to dial, log, and summarise calls without ever leaving the platform.Integrations | DocusignThe Docusign integration lets you send, manage, and track electronic document envelopes directly from itris records, with Docusign …Integrations | LinkedIn Recruiter (Initial Set Up)The LinkedIn Recruiter integration transforms your recruitment workflow by bringing LinkedIn's vast professional network directly …Integrations | LinkedIn Recruiter (Workflow)Work seamlessly between itris and LinkedIn Recruiter with automatic two-way syncing of candidate profiles, job shortlists, and …Integrations | LinkedIn Recruiter Connected ProjectsCreate LinkedIn Recruiter projects directly from your itris jobs and leverage AI-powered candidate evaluation to streamline your …Integrations | QuickBooksQuickBooks is a comprehensive accounting software that helps recruitment agencies streamline their financial operations, from …Integrations | WhatsAppConnect with candidates and contacts instantly using WhatsApp Business messaging directly within itris X.InvoicesCreate, manage, and track all your invoices in one place. Whether you're raising invoices against specific jobs, monitoring …Job Board SearchingSearch across multiple job board CV databases simultaneously to find the perfect candidates faster than ever before.Job RecordAccurately recording and maintaining job data not only ensures the integrity of your pipeline but also enhances visibility and …Job Record | Job Board PostingPost your job adverts to multiple job boards at one time, saving you hours of manual posting and reaching way more candidates.Job Record | LonglistsFinding the right candidates for your job is made simple with Longlisting. Our integrate search functionality takes into account …Job Record | Posting to Jobs LiteJobs Lite gives you an instant, customisable job board to showcase your open positions and accept applications—no coding or setup …Job Record | Posting to Social MediaShare your vacancies directly to Facebook and LinkedIn from within itris, extending your reach to passive candidates and your …Job Record | SubmissionsThe submission workflow is a critical component of the recruitment process. A well-managed submission workflow allows you to …Job Record | Target CompaniesThe Target Company functionality within a Job record lets you build and maintain a list of companies where you can actively …Jobs FeedProvide a feed of data for jobs you have published.KanbansStay organized and visualize your workflow with itris Kanban boards – a flexible way to track tasks from start to finish, whether …LeadsEffective lead management will help you transform potential opportunities into profitable placements by helping you capture, …Linking Candidate and Contact RecordsEver had a candidate who's also your main contact at a client company, and you're stuck managing them as two separate people in …Longlisting & ShortlistingExplore the different routes and options for Longlisting and Shortlisting candidates to jobs.Merge RecordsIdentify duplicates and merge Candidate, Contact, Company, and Job records in itris to keep your recruitment database organised …My SettingsYour My Settings area is your personal control centre where you can customise your experience to how you work best, as well as set …My To Do ListStay on top of your day with a personalised space that brings together your activities, workers and alerts in one easy-to-view …NavigationA brief overview of the layout and navigation of itris X as well as an introduction to some of the key areas.New RecordsAdding new records in itris is your gateway to building a comprehensive recruitment database that keeps all your opportunities and …Off Limits Indicator | Candidate & ContactsControl who you can contact and shortlist by setting off limits restrictions with flexible date ranges and communication controls.Placement RecordA Candidates Placement journey starts the moment they are shortlisted and tracks everything from first submission to the final …Placements | Shortlist Pipeline and WorkersThe Shortlist Pipeline and Workers Views are your command centre for tracking exactly where every candidate sits in your …Portals | Candidate Registration & Job ApplicationStreamline recruitment with self-service registration and application links that let candidates submit their own details directly …Portals | Contact Jobs PortalGive your clients instant access to jobs and candidates through a secure online portal where they can review CVs, provide …Power SearchInstantly search across your entire itris database with powerful Boolean capabilities.Quick SearchQuick Search enables instant record location through flexible name and Id searching with intelligent result prioritization. The …Record ViewsEach record type has a lists area where you can filter to find matching records, and save those lists for future reference.ReportingThe difference between successful recruitment teams and those struggling to fill positions often comes down to one critical factor …Send ListsSend Lists are a fundamental tool in organising and distributing targeted information via the Campaigner. By creating curated …Sending EmailsStay connected with candidates and contacts through personalised email communication directly from itris.Sending TextsReach candidates instantly with timely, trackable text communication.Tools & Settings | Agency CV TemplatesCreating effective CV templates is the foundation of a successful agency branding strategy, enabling recruiters to maintain …Tools & Settings | Application SettingsManage Application Settings that impact various areas and record types.Tools & Settings | Audit History ViewerTrack changes and monitor activity across your itris system with ease by either Individual Record or User. This tool give you …Tools & Settings | Candidate SettingsManaging the settings, including defaults for new record creation, and data lists for Candidate records.Tools & Settings | Company SettingsManaging the settings, including defaults for new record creation, and data lists for Company records.Tools & Settings | Contact SettingsManaging the settings, including defaults for new record creation, and data lists for Contact records.Tools & Settings | Custom FieldsCreate and Manage Custom fields which are simply fields defined by you as an organisation to hold pieces of data of use to your …Tools & Settings | Data ManagementClean up your database effortlessly our Data Management tool – helping you stay GDPR compliant while keeping only the records that …Tools & Settings | Deleted RecordsDon't panic if you've accidentally deleted something in itris - recovering your records is quick and easy with the built-in …Tools & Settings | Display SettingsManage a number of display configuration settings including naming conventions, Activity types, defaults & templates, default …Tools & Settings | Document & Media LibrariesKeep all your recruitment materials organised and easily accessible with itris' Document and Media Libraries - your one-stop …Tools & Settings | Document SettingsManage settings for Documents, including creating custom Document Types.Tools & Settings | GDPR SubmissionsEasily manage candidate GDPR preferences and data requests through the GDPR submissions list, giving you full control over …Tools & Settings | Invoice SettingsUnlock the potential of invoice settings to make your recruitment process smoother and more effective.Tools & Settings | Job Description TemplatesDevelop standardised job posting templates for external platforms to ensure consistency, clarity, and a professional tone across …Tools & Settings | Job SettingsManaging the settings, including defaults for new record creation, and data lists for Job records.Tools & Settings | Layout DesignerUse the Layout Designer to create customized layout configurations tailored to specific User Groups. This ensures that users in …Tools & Settings | Lead SettingsManage the settings related to Leads including setting Lead Statues, Send Lists Types and actions relating to converting Leads to …Tools & Settings | Licences & CreditsView and manage your licenses, including adding and removing licenses from active users.Tools & Settings | Mandatory FieldsSelect the fields within records that are required fields to be able to save a record.Tools & Settings | Placement SettingsManaging the settings, including defaults for new record creation, and data lists for placement records.Tools & Settings | Products & ServicesSetting up Products & Services in itris streamlines your quoting and invoicing process while keeping everything consistent across …Tools & Settings | Reference RequestsTake control of your reference requests with centralised tracking and management tools, including resending and deleting.Tools & Settings | Report SettingsSet your Fiscal Start Month and create report folders into which your reports can be added to keep them organised.Tools & Settings | Security SettingsSet up your GDPR compliance settings in itris to give candidates control over their data while streamlining your consent …Tools & Settings | Skills ProfileCreate an manage the skills that can be applied to Candidate, Company and Contact records to aid in Searching, Auto-coding and …Tools & Settings | Standard TemplatesTransform your workflow with customisable email, text and word templates designed to save time while maintaining professional …Tools & Settings | Telephone & Text SettingsConfigure your phone and text messaging settings to streamline how you connect with candidates and clients.Tools & Settings | User Email Signature TemplatesDevelop consistent email signature templates that ensure all users maintain a unified, professional brand presence in their …Tools & Settings | User GroupsUser Groups determine a users Permissions, the Areas of itris X they see, and the layout of records.Tools & Settings | User TargetsSetting up user targets lets you create specific goals for users, making it easy to track how they’re doing against your business …Tools & Settings | UsersCreate and manage users, including sending welcome email, assigning User Group, Departments & Territories, setting email signature …Web Documents | E-Signature SolutionSend professional documents for signature directly from itris—no third-party tools needed.
